RREFX - REMS Real Estate Income 50/50 Platform

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return3.34%
5-Year Average Return7.44%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (Dec 30, 2017)22.74%
Worst 1 Yr Total Return (Dec 30, 2017)-33.10%
Best 3-Yr Total Return22.74%
Worst 3-Yr Total Return-4.47%

Trailing Returns (%) Vs. Benchmarks

ReturnRREFXCategory
YTD3.34%6.22%
1-Month0.16%0.03%
3-Month0.26%2.09%
1-Year3.34%6.22%
3-Year4.91%5.14%
5-Year7.44%8.68%
10-Year3.77%6.76%
Last Bull Market16.48%30.75%
Last Bear Market-9.38%-16.46%

Annual Total Return (%) History

Year
RREFXCategory
2017
3.34%6.22%
2016
9.05%6.89%
2015
2.46%2.41%
2014
22.74%28.03%
2013
1.03%1.55%
2012
19.00%17.60%
2011
-2.57%7.51%
2010
8.74%27.08%
2009
19.84%31.26%
2008
-33.10%-39.55%
2007
14.57%-14.66%
2006
N/A33.58%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20170.49%1.13%1.42%0.26%
20163.79%5.48%2.35%-2.68%
20152.77%-4.79%-1.10%5.88%
20146.52%7.63%-0.90%8.03%
20139.04%-3.03%-3.89%-0.58%
20128.98%2.69%3.85%2.39%
2011-0.16%1.86%-10.04%6.50%
20103.81%-11.66%11.45%6.39%
2009-14.67%15.42%15.16%5.66%
2008-7.45%-1.40%-9.17%-19.29%
2007-0.83%5.90%5.04%3.86%
20060.18%3.89%8.09%N/A

Rank In Category (By Total Return)

YTD83
1-Month34
3-Month91
1-Year83
3-Year56
5-Year88

Load Adjusted Returns

1-Year3.34%
3-Year4.91%
5-Year7.44%
10-Year3.77%